Skip to main content

On an Office 365 tenant, I have a document library in which invoices with metadata (Invoice Number, customer,etc.) are stored.

On this document library we have created a simple approval workflow which is creating approval tasks in a task list.

We would like to find a way to also add aditional metadata of the document library (Invoices) to the tasks created in the tasks list e.g. Description is not sufficient we have a metadata field invoice number which should appear in a column of the tasks list so people can sort on this metadata invoice number.

 

Any ideas how to do this with Nintex for O365... (On Prem this is feasible due to more available  workflow actions)

 

Thanks in advance for your feedback!

Kind Regards,
Wim

Hi Wim/Dave,

Did you ever received an answer outside this forum? The ones I can think of would involve either a parallel action for the create approval task action or a Created workflow on the tasklist itself to resolve this. However, I'm also interested in other, more clean solutions.


Reply